iShares S&P MidCap 400 Value Index shares owned by Pacific Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Pacific Financial Group
from 13F filings
Historical chart of Pacific Financial Group investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Pacific Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.8M | 14k | 123.62 |
2024-06-30 | $1.7M | 15k | 113.46 |
2024-03-31 | $1.9M | 16k | 118.29 |
2023-12-31 | $1.8M | 15k | 114.04 |
2023-09-30 | $1.5M | 15k | 100.93 |
2023-06-30 | $1.6M | 15k | 107.13 |
2023-03-31 | $1.5M | 15k | 102.77 |
2022-12-31 | $1.5M | 15k | 100.80 |
2022-09-30 | $1.3M | 14k | 90.02 |
2022-06-30 | $1.5M | 16k | 94.39 |
2022-03-31 | $1.9M | 17k | 109.66 |
2021-12-31 | $1.8M | 16k | 112.19 |
2021-09-30 | $1.6M | 15k | 103.06 |
2021-06-30 | $1.5M | 14k | 105.31 |
2021-03-31 | $1.3M | 12k | 101.95 |
2020-12-31 | $1.1M | 12k | 86.29 |
2020-09-30 | $683k | 5.1k | 134.82 |
2020-06-30 | $529k | 4.8k | 109.71 |
2020-03-31 | $529k | 4.8k | 109.71 |
2019-12-31 | $830k | 4.9k | 170.78 |
2019-09-30 | $792k | 5.0k | 159.48 |
2019-06-30 | $757k | 4.8k | 156.96 |
2019-03-31 | $757k | 4.8k | 156.96 |
2018-12-31 | $663k | 4.8k | 138.41 |
2016-06-30 | $571k | 4.5k | 128.14 |
2015-12-31 | $438k | 3.7k | 117.27 |
2015-09-30 | $428k | 3.7k | 115.39 |
2015-06-30 | $418k | 3.2k | 128.93 |
2015-03-31 | $424k | 3.2k | 130.99 |
2014-12-31 | $406k | 3.2k | 127.75 |
2014-09-30 | $382k | 3.2k | 120.43 |
2014-06-30 | $385k | 3.0k | 126.90 |
2014-03-31 | $365k | 3.0k | 120.54 |
2013-12-31 | $350 | 28 | 12.50 |
2013-09-30 | $313k | 2.9k | 107.75 |
2013-06-30 | $322k | 3.2k | 101.04 |
2012-12-31 | $268k | 3.0k | 88.16 |
2012-09-30 | $288k | 3.4k | 85.11 |
2012-06-30 | $276k | 3.4k | 81.56 |
2012-03-31 | $771k | 9.0k | 85.39 |
2011-12-31 | $837k | 11k | 76.02 |
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